| CC H ROBINSON WORLDWIDE INCHRW |
| 7.31% | — | $1,591.5万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| EEQUINOR ASA SPONSORED ADREQNR |
| 6.01% | — | $1,307.7万 | 41.6万股 | $0 | 0股 | +41.6万股 | 新买入 |
 加拿大国家铁路CNI |
| 4.28% | — | $930.8万 | 7.8万股 | $0 | 0股 | +7.8万股 | 新买入 |
 VISTEONVC |
| 3.92% | — | $853.2万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 TFI INTERNATIONALTFII |
| 3.91% | 10.94% | $851.4万 | 5.9万股 | $4,284.1万 | 39.4万股 | -33.5万股-84.96% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 3.79% | — | $825.3万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 康菲石油COP |
| 3.21% | 5.2% | $698.6万 | 6.7万股 | $2,035.0万 | 15.4万股 | -8.7万股-56.41% | 减仓 |
| CCOPACPA |
| 3.2% | — | $697.0万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
| NNextPowerNXT |
| 2.8% | — | $610.0万 | 5.1万股 | $0 | 0股 | +5.1万股 | 新买入 |
| IIMPERIAL OILIMO |
| 2.77% | — | $603.8万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 伊顿ETN |
| 2.65% | — | $577.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 森科能源SU |
| 2.64% | — | $574.9万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
 贝克休斯BKR |
| 2.55% | 1.31% | $556.1万 | 10.0万股 | $514.7万 | 8.4万股 | +1.6万股+18.86% | 加仓 |
| AALLEGIANT TRAVELALGT |
| 2.53% | 7.54% | $551.0万 | 4.7万股 | $2,951.1万 | 36.4万股 | -31.7万股-87.13% | 减仓 |
 联合太平洋铁路UNP |
| 2.32% | — | $505.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 2.26% | — | $492.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 2.23% | — | $485.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| VVERSIGENT PLCVGNT |
| 2.19% | — | $475.7万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 加拿大太平洋堪萨斯城铁路CP |
| 2.11% | — | $459.2万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
 WESTLAKEWLK |
| 1.97% | — | $429.2万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 雪佛龙CVX |
| 1.93% | 4.94% | $419.4万 | 2.5万股 | $1,934.5万 | 9.4万股 | -6.8万股-72.94% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 1.85% | — | $402.3万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
 戴蒙德能源FANG |
| 1.6% | 10.19% | $349.0万 | 2.0万股 | $3,989.4万 | 20.2万股 | -18.2万股-90.16% | 减仓 |
 HUNTSMANHUN |
| 1.5% | — | $326.9万 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
 PAN AMERN SILVERPAAS |
| 1.5% | — | $325.6万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| CCLEVELAND-CLIFFS NEWCLF |
| 1.36% | — | $295.4万 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
 康明斯CMI |
| 1.32% | — | $288.1万 | 4,040股 | $0 | 0股 | +4,040股 | 新买入 |
| LLIBERTY ENERGYLBRT |
| 1.3% | — | $283.4万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 BORGWARNERBWA |
| 1.28% | — | $279.5万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 CSX铁路CSX |
| 1.22% | — | $266.1万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 艺康ECL |
| 1.18% | 0.81% | $256.9万 | 9,220股 | $318.2万 | 1.2万股 | -2,740股-22.91% | 减仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 1.08% | — | $234.8万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 自由港麦克莫兰FCX |
| 1.04% | — | $225.8万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 HALLIBURTON COMHAL |
| 1.04% | — | $225.4万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 1.03% | — | $223.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 BUNGE GLOBALBG |
| 1.02% | — | $223.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 威廉姆斯WMB |
| 1.02% | — | $223.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| SSAIASAIA |
| 0.99% | — | $215.6万 | 5,120股 | $0 | 0股 | +5,120股 | 新买入 |
 西方石油OXY |
| 0.98% | — | $212.7万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 PHINIA COMMON STOCKPHIN |
| 0.83% | — | $180.8万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| LLEGENCELGN |
| 0.79% | — | $172.2万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 空气化工APD |
| 0.77% | — | $167.7万 | 5,720股 | $0 | 0股 | +5,720股 | 新买入 |
 FIRST SOLAR COMFSLR |
| 0.76% | — | $165.2万 | 7,000股 | $0 | 0股 | +7,000股 | 新买入 |
 美铝AA |
| 0.75% | — | $162.7万 | 3.1万股 | $0 | 0股 | +3.1万股 | 新买入 |
| MMASTECMTZ |
| 0.71% | — | $154.8万 | 3,720股 | $0 | 0股 | +3,720股 | 新买入 |
 MAGNA INTLMGA |
| 0.63% | — | $137.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| AATLAS ENERGY SOLUTIONSAESI |
| 0.62% | — | $135.7万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 GE VernovaGEV |
| 0.54% | — | $117.5万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| EELEMENT SOLUTIONSESI |
| 0.53% | — | $115.6万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 0.53% | — | $114.4万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
